113
113
Oct 4, 2012
10/12
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CNBC
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they believe that worries about the lake city contract were keeping the stock down. that's a big part of the business. the deal can be worth $2 billion over the next ten years. if they lost the contract, it wouldn't have been a huge hit to atk's earnings. the company doesn't have any other major contracts expiring in the near future where it has to compete for business. investors have much less to worry about. confidence, now the big risk, it's off the table. we can now focus on atk's monster buy back, 175 million repurchase authorization. plus, if obama gets re-elected, they expect the civilian side to get a major boost as regular people, yes, stockpile ammo. not making it up. what happens if the election in 2008, on the other hand if, romney wins, he wants to increase spending to me. given all the factors, i can see why cowen believes that atk can outperform by 20%. you make a pretty compelling case that the stock is ready to play catchup. what about the downgrade? on one hand, jeffries had the bad luck of coming out with this research right before the army reupped
they believe that worries about the lake city contract were keeping the stock down. that's a big part of the business. the deal can be worth $2 billion over the next ten years. if they lost the contract, it wouldn't have been a huge hit to atk's earnings. the company doesn't have any other major contracts expiring in the near future where it has to compete for business. investors have much less to worry about. confidence, now the big risk, it's off the table. we can now focus on atk's monster...
198
198
Oct 2, 2012
10/12
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CNBC
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eye 198
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. >> booyah this is john from the windy city. >> congratulations on last night's victory. >> ticker symbol nok? >> it is not okay to own that one n-o-k. we are going to skip nokia. how about mark in maryland? >> jim, a big thank you booyah from my wife. my question is regard iing gourdman's is this an excellent buying opportunity? >> again, i know this sounds like i'm punting a lot. i don't know how the last three months, but i have to do my homework on this one. i'm not ready and up to speed. tom in california. >> two israeli communication stocks. partner and sell. ptnr and cel. >> i have been saying cel, please do not touch it. it is way too risky for me. billy in pennsylvania. >> yes, jim, booyah from the country who hosts your eagles on sunday. i bear no malice and how can i make money with you? >> okay. my question, pay big dividends 10%. wind screen. >> we had them on. i was not convinced that this company was going to do very well. i'm going to say no. i'm going to rm eeen in califor. >> first time caller. rly? >> american capitol agency is the one i want to own. >> and that is the
. >> booyah this is john from the windy city. >> congratulations on last night's victory. >> ticker symbol nok? >> it is not okay to own that one n-o-k. we are going to skip nokia. how about mark in maryland? >> jim, a big thank you booyah from my wife. my question is regard iing gourdman's is this an excellent buying opportunity? >> again, i know this sounds like i'm punting a lot. i don't know how the last three months, but i have to do my homework on this...
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236
Oct 30, 2012
10/12
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CNBC
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eye 236
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>> caller: hey, how about a 2013 kansas city royals boo-yeah. >> what's up? >> i'm looking at priceline and expedia and all the hurricane is causing on the east coast with airline travels and hotels and cars. what short-term effect do you feel -- >> temporary blip. what matters more is that priceline presents great value for individuals and expedia represents great values for companies. i am part owner of the deberry inn and we use expedia. if you're a company you look at checker board through expedia. people are cutting their travel and entertainment people. they're cutting the travel desk, giving it to expedia. expedia is taking it over. very good story. kaitlyn in new york. >> caller: hey, jim, go blue. do you think hurricane sandy will have an impact on con ed? >> we had a great investor relation private -- the relations guy today, pr guy. it's a good story. it's good a bad chart so people are backing away from it. i like it. let's go to bill in washington, please. bill. >> caller: hey, boo-yeah from seattle. come out of here and get out of that storm. >>
>> caller: hey, how about a 2013 kansas city royals boo-yeah. >> what's up? >> i'm looking at priceline and expedia and all the hurricane is causing on the east coast with airline travels and hotels and cars. what short-term effect do you feel -- >> temporary blip. what matters more is that priceline presents great value for individuals and expedia represents great values for companies. i am part owner of the deberry inn and we use expedia. if you're a company you look...
221
221
Oct 10, 2012
10/12
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CNBC
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eye 221
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he worked at city core for 14 years, became the ceo of asia-pacific operations and work that nestlÉ and pepsico. the existence of a brand guy who understands the merging markets better than almost any chief executive in the united states. both gentlemen are welcome on this show. the great thing about visa and mastercard is even though they run pretty far this year and even though they're within striking distance of their all-time highs, the stocks are actually pretty cheap. i'm not saying cheaper than 2015 earnings the way so many momentum investors are trying with the anointed stocks in the fourth quarter. they're very cheap on those numbers but visa and mastercard are inexpensive on next year's numbers. visa cells for 19 times 2013 estimates. mastercard a we ate team times estimates saying both have rates of 19%. that's why they love these stocks. they're low price, low earnings multiple stocks. how about 16 times earnings for 2014? do you see why the buyers are so relentless? these and mastercard joined the ranks of amazon and google in our fourth quarter hot list. these terrific gro
he worked at city core for 14 years, became the ceo of asia-pacific operations and work that nestlÉ and pepsico. the existence of a brand guy who understands the merging markets better than almost any chief executive in the united states. both gentlemen are welcome on this show. the great thing about visa and mastercard is even though they run pretty far this year and even though they're within striking distance of their all-time highs, the stocks are actually pretty cheap. i'm not saying...
119
119
Oct 4, 2012
10/12
by
KNTV
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eye 119
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greetings from the windy city of chicago. people here sure are friendly but some have had a hard time understanding my accent. so to make sure people get every word of the geico savings message i've been practicing how to talk like a true chicagoan. switching to geico could save you hundreds of dollars on car insurance... da bears. haha... you people sure do talk funny. geico®. fifteen minutes could save you fifteen percent or more on car insurance. with such power, [ rumbling, people screaming ] the results could be felt around the world. twice the stain fighting power as the next leading liquid value brand. era detergent. a lot of fight for a little dough. era detergent. have you heard for the 408 and 669 area codes? no, what is it? starting october 20, 2012, if you have a 408 or 669 number, you'll need to dial 1 plus the area code plus the phone number for all calls. o.k., but what if i have an 408 number and i'm calling a 408 number? you'll still need to dial 1 plus the area code plus the phone number. so when in doubt,
greetings from the windy city of chicago. people here sure are friendly but some have had a hard time understanding my accent. so to make sure people get every word of the geico savings message i've been practicing how to talk like a true chicagoan. switching to geico could save you hundreds of dollars on car insurance... da bears. haha... you people sure do talk funny. geico®. fifteen minutes could save you fifteen percent or more on car insurance. with such power, [ rumbling, people...
221
221
Oct 4, 2012
10/12
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CNBC
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eye 221
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the brand got stronger in the city and we opened another door and the brand still got stronger. there's a tipping point. we have to try to avoid that tipping point. most of our business is as a wholesaler. but when we open a store, we present our brands to consumers in a way no retail partner can. if you go into a north face store or van store, you see all the brands together. in a brand appropriate environment. we think it makes the brand stronger. it's good for us and them. >> one of the things that people get -- don't understand is that the ag complex doesn't all trade up at the same time. some of the food grains did. but cotton has really gotten cheap. you had very high cotton last year. >> yes, we did. >> is this going through gross margins that cotton's come down so much? >> we had real gross margin challenges last year, particularly in our north american denim business. it's a big business for us and could t denim is a cotton based fabric. we lost 400 basis points in gross margins last year. >> gigantic. >> it is gigantic. but we didn't cover all of our cotton costs while
the brand got stronger in the city and we opened another door and the brand still got stronger. there's a tipping point. we have to try to avoid that tipping point. most of our business is as a wholesaler. but when we open a store, we present our brands to consumers in a way no retail partner can. if you go into a north face store or van store, you see all the brands together. in a brand appropriate environment. we think it makes the brand stronger. it's good for us and them. >> one of...
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148
Oct 2, 2012
10/12
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WBAL
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eye 148
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"mad money" is back after the break. thank you so much. ndy city of c. people here sure are friendly but some have had a hard time understanding my accent. so to make sure people get every word of the geico savings message i've been practicing how to talk like a true chicagoan. switching to geico could save you hundreds of dollars on car insurance... da bears. haha... you people sure do talk funny. geico®. fifteen minutes could save you fifteen percent or more on car insurance. and one wedding, 2 kids, 43 bottles of olay total effects many birthdays later, still looks amazing. thanks to the trusted performance of olay. but i still have a runny nose. [ male announcer ] dayquil doesn't treat that. huh? [ male announcer ] alka-seltzer plus rushes relief to all your worst cold symptoms, plus it relieves your runny nose. [ sighs ] thank you! [ male announcer ] you're welcome. that's the cold truth! prove it. enough is enough. d-con baits are specially formulated to kill in one feeding. guaranteed. d-con. get out. >>> want something to buy here? how about tak
"mad money" is back after the break. thank you so much. ndy city of c. people here sure are friendly but some have had a hard time understanding my accent. so to make sure people get every word of the geico savings message i've been practicing how to talk like a true chicagoan. switching to geico could save you hundreds of dollars on car insurance... da bears. haha... you people sure do talk funny. geico®. fifteen minutes could save you fifteen percent or more on car insurance. and...